[B]_RFP_250036_Price_Summary_Sheet_Exhbit_B_idedits.docx

DOCX document 31 KB Posted

Attached to
OC Streetcar Ridership Marketing and Customer Communications Program
Solicitation number
250036
Issued by
Orange County, California

About this file

This is a Price Summary Sheet (Exhibit B) for RFP 250036 issued by the Orange County Transportation Authority (Authority) for the OC Streetcar Ridership Marketing and Customer Communications Program. The Authority seeks qualified consultants to provide marketing and customer communications services over a two-year initial term with an option term extending through January 31, 2029. The contract structure includes an initial term effective through January 31, 2027, followed by an option term from February 1, 2028, through January 31, 2029. Key personnel required include an Account Manager, Creative Director, and Traffic Manager, along with supporting roles in Design and Layout, Account Planning and Research, and Copywriting.

The Authority intends to award a time-and-expense price contract with fully-burdened hourly rates covering all direct costs, indirect costs, tax, and profits. Bidders must provide hourly rates for designated job categories across four distinct periods: the initial term (through January 31, 2026, and February 1, 2026 through January 31, 2027) and the option term (February 1, 2027 through January 31, 2028, and February 1, 2028 through January 31, 2029). Additionally, bidders must complete Schedule II identifying other direct costs by type, quantity, unit rate, and budget amount. The project budget is $200,000 for the two-year initial term. Proposals must remain firm for a minimum of 120 days from the proposal date. The Authority will not reimburse consultants for invoice preparation and review activities, local meals and travel time unless previously approved, or expenses not explicitly included in Exhibit B.

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RFP 250036

EXHIBIT B

PRICE SUMMARY SHEET

REQUEST FOR PROPOSALS (RFP) 250036Enter below the proposed price for each of the work phases described in the Scope of Work, Exhibit A. Prices shall include direct costs, indirect costs, and profits. The Authority’s intention is to award a firm-fixed price contract.

Enter below the proposed price for the services described in the Scope of Work, Exhibit A. Prices shall be fully-burdened rates to include all direct costs, indirect costs, tax, and profits. The Authority’s intention is to award a time-and-expense price contract.

SCHEDULE I --- HOURLY RATE SCHEDULE:

Initial Term: Effective through January 31, 2027

Key Personnel:

Job Function Comment by Iris Deneau: SOW states key staff are Project Manager, Account Coordinator, and Creative Director

Name Fully-Burdened Hourly Rates Effective – 1/31/2026 Fully-Burdened Hourly Rates 2/1/26 – 1/31/2027

Account Manager

$___________
$___________

Creative Director

$___________
$___________

Traffic Manager

$___________
$___________

Design and Layout

$___________
$___________

Account Planning and Research

$___________
$___________

Copywriting

$___________
$___________

Option Term: February 1, 2028 through January 31, 2029

Key Personnel:

Job Function Comment by Iris Deneau: Same comment as above

Name Fully-Burdened Hourly Rates 2/1/2027 – 1/31/2028 Fully-Burdened Hourly Rates 2/1/28 – 1/31/2029

Account Manager

$___________
$___________

Creative Director

$___________
$___________

Traffic Manager

$___________
$___________

Design and Layout

$___________
$___________

Account Planning and Research

$___________
$___________

Copywriting

$___________
$___________

Note: For cost analysis purposes, please provide hourly rates for the above designated job categories.

Other Labor Charges:

Job Function
Fully-Burdened Hourly RatesComment by Iris Deneau: Need to identify initial term rates and option term rates

Effective – 1/31/2026 Fully-Burdened Hourly Rates 2/1/26 – 1/31/2027 Fully-Burdened Hourly Rates 2/1/2027 – 1/31/2028 Fully-Burdened Hourly Rates 2/1/28 – 1/31/2029

$___________
$___________
$___________
$___________
$___________
$___________
$___________
$___________
$___________
$___________
$___________
$___________

SCHEDULE II ---- OTHER DIRECT COSTS SCHEDULE

Type of ODC
Quantity
Unit Rate
Budget Amount

1.

2.

3.

4.

5.

6.

Additional ODC required and authorized by the Authority but not included in this Agreement will be reimbursed either (a) “At Cost” OR (b) up to the applicable Current Rate listed in this Schedule II, whichever is less.

Supporting documentation must accompany invoice.

*Please note the following:

· Authority will not reimburse Consultant for hours charged to perform activities associated with the preparation and review of invoices submitted to Authority.

· Authority will not reimburse Consultant for local meals and travel time, unless previously approved, or any other expenses not included within this Exhibit B.

1. I acknowledge receipt of RFP 250036 and Addenda No.(s) .

2. This offer shall remain firm for days from the date of proposal.

(Minimum of 120)

COMPANY NAME

ADDRESS

TELEPHONE

EMAIL ADDRESS

SIGNATURE OF PERSON

AUTHORIZED TO BIND OFFEROR

NAME AND TITLE OF PERSON

AUTHORIZED TO BIND OFFEROR

DATE SIGNED

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